The Klaviyo integration gives you the possibility to sync contacts to Retently along with their properties, and export survey data back to Klaviyo into contacts' profiles.
Follow the tutorial below to learn how to set up the integration.
Connect your Klaviyo account
Whether you need to have your survey data exported to Klaviyo or to sync contacts to Retently, you will have to connect your Klaviyo account first.
To get started, go to the Integrations page, find the Klaviyo integration, and click the "Connect" button next to it.
A popup will ask you to input an API key that you'll have to generate in Klaviyo by following this quick step-by-step guide (or access this link to reach the needed category instantly):
Click your account's name from the top-right corner of your screen and access the "Account" page.
On the Account page, go to the Settings section, and in the sub-section, access "API Keys".
Of course, you can use an existing API key, but we would strongly suggest generating a new one by clicking the "Create Private API Key" button.
Choose the "Custom Key" option and offer "Read" access to "Catalogs", "List", "Profiles" and "Segments".
Once the key is created, you can rename it to Retently, instance, so that it's clear where this particular key will be used.
Finally, copy the key, add it to the authentication popup in Retently, and hit the "Connect" button.
Once your Klaviyo account is connected, you will be redirected to the integration's page where you will see one or more lists that you can sync. More on that in the next chapter.
Sync contacts from Klaviyo
You can sync one or more lists, and you can either sync them manually whenever needed, or you can activate the auto-sync option and have your lists synced automatically on a daily basis. Whichever option you opt for, you will be asked to map the list's contact properties, which means that you have to decide what data will be imported along with your contacts to Retently.
Map contact properties (and other settings)
Mapping the contact properties means that you're deciding what contact data you want to import along with the contact to Retently.
You can reach a list's data mapping page from the "Sync now" sub-menu, and by choosing the "Segment settings" option.
On the Mapping page, on the left, you will see a list of properties that your contacts have in Klaviyo, in the center you will see some data sample, and on the right, you will be able to select a Retently property for each Klaviyo property.
This basically means that you're instructing the integration to import a value from a Klaviyo property to a specific Retently property that will be assigned to the contact.
IMPORTANT: The only mandatory property to map is the "Email address".
Once you've finished the mapping, make sure to hit the "Save" button at the bottom of the Mapping page.
Filter data and list settings
Next to the Mapping section, there are two more:
Filter data
Settings
In the Filter data section, you can apply additional audience rules using the properties that you have already mapped and filter the contacts that will be imported to Retently via the integration. For example, if you want to import only contacts that live in the US, then you can apply the following rule:
On the Settings page, you have three additional options that you can configure.
Manage duplicates: If you sync a list, and a contact from that list was previously added to Retently, but with different data, then by default, the contact's information will be updated to match the one coming from this segment.
Add tags to customers: You can add one or more tags to all contacts that are imported from this list.
The customer was deleted in Retently: If your list wants to import a contact that you previously deleted in Retently, then by default, the contact will be dismissed.
Sync a list manually
To sync a list manually, all you need to do is to click the "Sync now" button next to the list. If you haven't mapped the data, then a pop-up will ask you to do so. Otherwise, your list should start syncing right away.
Put a list on auto-sync
To put a list on auto-sync, you will need to access the "Sync now" sub-menu and choose the "Activate auto-sync" option. From this moment on, your list will be synchronized automatically every day.